SS
OPER icon

Simplicity Solutions’s ClearShares Ultra-Short Maturity ETF OPER Stock Holding History

Simplicity Solutions’s Portfolio OPER Stock Details OPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$574K Buy
5,734
+1,853
+48% +$186K 0.02% 617
2023
Q3 		$389K Sell
3,881
-2,221
-36% -$223K 0.01% 674
2023
Q2 		$612K Sell
6,102
-5,925
-49% -$595K 0.02% 606
2023
Q1 		$1.2M Buy
+12,027
New +$1.21M 0.03% 432
2022
Q4 		– Sell
-2,707
Closed -$271K – 707
2022
Q3 		$271K Buy
+2,707
New +$271K 0.04% 493

Other funds holding OPER

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return
CW
CIC Wealth Rockville, Maryland $387M AUM 36% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
LFGO
Legacy Financial Group (Oklahoma) Tulsa, Oklahoma $378M AUM 17.31% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

Simplicity Solutions's OPER Position: Q4 2023 in Review

Simplicity Solutions increased its ClearShares Ultra-Short Maturity ETF (OPER) stake by 48% in Q4 2023, buying an estimated $186K and bringing the position to 5,734 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #617.

Simplicity Solutions first reported a position in OPER in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2023. 28 funds tracked by Wall St. Rank hold OPER as of Q4 2023.

  • Simplicity Solutions held 5,734 shares of ClearShares Ultra-Short Maturity ETF worth $574K as of Q4 2023.
  • Simplicity Solutions bought 1,853 ClearShares Ultra-Short Maturity ETF shares in Q4 2023, an estimated $186K.
  • ClearShares Ultra-Short Maturity ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #617 holding.
  • Simplicity Solutions first reported a position in ClearShares Ultra-Short Maturity ETF in Q3 2022 and has held it in 5 quarters since.
  • Simplicity Solutions's ClearShares Ultra-Short Maturity ETF position peaked at $1.2M in Q1 2023.
  • 28 funds tracked by Wall St. Rank held ClearShares Ultra-Short Maturity ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.